Small Asset Size CU Conference, Ft. Lauderdale, FL
February 19, 2014
EST / 7:00am
Early Bird $99 / Regular $119 City: Ft. Lauderdale, FL Location: Sun Credit Union, 4205 Hollywood Blvd, Hollywood, FL 33021
>Contact: Becki Payne, Associational Services Support Specialist >Phone: 866.231.0545 Ext. 2129 >Email: email@example.com
Business casual dress is appropriate. Remember to bring a jacket or sweater as room temperatures vary.
8:15 a.m. - 8:30 a.m.
Registration and Breakfast
8:30 a.m. - 8:45 a.m.
Welcome and Introductions
8:45 a.m. - 10:15 a.m.
Regulatory and Compliance Update
Lori C. Douglass, Financial Examiner/Analyst Supervisory, Bureau of CUs, Office of Financial Regulation
Summer Sheeler, Principal Examiner, NCUA Bill Berg, VP, Compliance Training and Information, LSCU & Affiliates
10:15 a.m. - 10:30 a.m.
10:30 a.m. - 11:15 a.m.
Legislative & Grassroots Advocacy
LSCU Governmental Affairs Staff Andy Gonzalez
11:15 a.m. - 12:45 p.m.
Marketing/Front Line Training for a Better Member Experience Eric Gagliano, CFMP, Executive Vice President, MarketMatch
12:45 p.m. - 1:45 p.m.
Lunch and CU Roundtable Facilitated Discussion about Best Practices
1:45 p.m. - 2:45 p.m.
Asset Liability Management Tanya DeVlieger, Corporate One Federal CU
2:45 p.m. - 3:00 p.m.
3:00 p.m. - 4:00 p.m.
Lending Panel Lending Programs and Promotions that Get Results
$99 per person early bird (early bird rate expires 1/29/14) $119 per person regular (regular rate begins 1/30/14)
Walk-ins accommodated on a space available basis.
Registrant Cancellation Policy All cancellations must be in writing and received 5 business days prior to the event. No refunds will be issued after this date. Substitutions are always welcome.
Educational Assistance Scholarships Through the Southeastern Credit Union Foundation, credit unions in Alabama and Florida can apply for scholarships to attend educational events. The scholarships will be rewarded to those individuals who best exemplify the credit union philosophy, and whose attendance at approved programs would be beneficial in the perpetuation of credit union goals and ideas on an as-needed basis. To apply for a scholarship please
click here or contact
Laura Vann, LSCU VP, Cooperative Initiatives, 866.231.0545 x2181.
Small Asset Sized (SAS) CU Initiative Account SAS credit unions ($50 million in assets or less) may apply a portion of their $500 SAS CU Initiative Account to the registration fee for this event or any LSCU or League Service Corporation product and/or service. As LSCU bills your credit union for the events/services used, your credit union can simply write on the invoice that it is to be paid out of your LSCU Small Credit Union Initiative Account. The League’s accounting staff will keep track of the expenditures from your account.
Questions Contact Association Services Specialist, Becki Payne, at 866.231.0545 x2129 or
Special Needs If you have physical, medical, or dietary needs requiring special attention, please contact Brandy Norvell at 866.231.0545 x2172 or
firstname.lastname@example.org for proper arrangements to be made.
For more information regarding administrative policies, such as concerns, refund, and program cancellation please contact us at 866.231.0545 x2110.